Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 3.1M | 437.6M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.1M | 430.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.3M | 325.1M | 2.4% |
| SmallCap World Fund Inc | Sep 30, 2025 | 1.9M | 269.2M | 2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.5M | 208.1M | 1.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 1.4M | 194.9M | 1.5% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 1.3M | 181.2M | 1.4% |
| iShares Trust-iShares U.S. Home Construction ETF | Sep 30, 2025 | 1.1M | 150.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.1M | 146.9M | 1.1% |
| BARON SELECT FUNDS-Baron Real Estate Fund | Sep 30, 2025 | 809.8K | 113.1M | 0.8% |
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Holders
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Ultra plan.